An American Energy Dominance?
The Trump Administration goes all-in for fossil fuel dominance with across the board deregulation. It’s debatable how much of an effect deregulation has on production and it’s not without cost. […]
Oil Is Dead
At the extension of the OPEC agreement we again calling for its irrelevance, just as we did days after the first agreement. There are simply numerous structural headwinds working against […]
Could Investors Face A Death Spiral In Oil?
The oil industry is rejoicing the OPEC agreement and the upcoming Trump liberation of US fossil fuels. However, there are strong undercurrents which are not particularly favorable for the industry. […]
Trump’s Energy Blitz
The incoming Trump government looks set on making considerable changes in US energy policy. The main planks look to be substantial deregulation and a shift in emphasis towards fossil fuels. […]
OPEC Vs. Reality, Which Will Give First?
OPEC has shot itself dramatically in the foot with the market share based strategy two years ago, foregoing hundreds of billions in revenues. The about-face this month is more rational, […]
Are The Steel Bulls Still In Charge?
Steel stocks had a terrific year. The rally has been boosted by rising prices and protectionist measures in the US and EU. A possible Trump infrasstructure bonanza could provide further […]
Has OPEC Gone Mad?
OPEC’s strategy to force a dramatic retreat of American shale isn’t succeeding anywhere near the scale needed for the strategy to be called a success. The cost to OPEC itself […]
Goldman’s Oil At $50 By 2020? | Seeking Alpha
Goldman Sachs argues that oil will stay low for the rest of the decade but predictions are tough, few if any saw the oil crash coming. The main argument from […]
Goldman Sachs on Oil
Predicting problems until the end of the decade..